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Consultancy services for the charity and not for profit sector.  Strategy Development, fundraising, governance, collaborations and partnerships.

Blog

Stay up to date with developments in the sector and our latest thinking on issues affecting charities and social enterprises.

Getting the best out of online meetings

Julian Lomas

In the current lockdown situation many of us have been forced to conduct meetings online that we would otherwise have wanted to hold face to face. We’re all learning as we go but we wanted to pass on some tips from our experience to help others get the best out of video conferencing, particular for large “workshop” style meetings.

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Managing conflicts of interest

Julian Lomas

Managing conflicts of interest effectively is not just about declaring your interest or leaving the room ; it is about a mindset and culture of integrity and honesty. This short article explores the thorny topic of managing conflicts of interest in a little more depth.

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Can your charity cope if you lose your core grant?

Julian Lomas

What would happen if you lost your core grant tomorrow? If this question fills you with terror then ask yourself “what could you do now so you would be able to cope if you lost your core grant in 2 years time?”. This post outlines why this matters and a framework for diversifying income to reduce reliance on core grant funding.

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Treat volunteers like donors

Julian Lomas

For all charity supporters, whether they give time, money or anything else, involvement, loyalty and bonding are critical to ensuring they stay with you and deepen their engagement. The more involved they are the more loyal they will be and the more likely they are to support your charity in other ways. This short blog explores a little further how you can build and strengthen volunteer relationships.

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Introvert-friendly workshops

Julian Lomas

We’ve been going a lot of thought recently to how to make workshops, as one of the key tools that organisations (and of course consultants) use to develop strategy and make plans, more inclusive and therefore more productive. In our experience there are some key ingredients in the right formula for inclusive workshops: identification; preparation; inclusive methods; provisional conclusions; and follow-up. If you’d like to explore this topic further please read on.

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Public and Personal Benefit in Charities

Julian Lomas

Public and personal benefit issues crop of regularly in the Charity Commission’s investigation findings particularly issues around unauthorised or inappropriate personal benefit. This is surprising for a sector that prides itself on its values of service and integrity. This short blog highlights the importance of understanding public and personal benefit and signposts to more detailed guidance for those who need it.

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Dominance in charity governance

Julian Lomas

Governance failings have been at the heart of all the high profile (and not so high profile) charity failures and scandals of the last few years and dominance has been a key factor a high proportion of those. This blog explore the issue of dominance in governance and how to avoid it.

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Incorporating a charity

Julian Lomas

In our previous blog we explored the different types of charity merger, a process also usually involved in charity incorporations. Over the last few years more and more charities have incorporated. This blog explores why and what is involved in incorporation.

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How to merge charities

Julian Lomas

The recent trend towards consolidation in the charity sector appears to be continuing, even accelerating. Over the last decade or so we have supported many small (and medium-sized) charity mergers of a range of types. This blog briefly explores the types of merger and the importance of getting the merger process right.

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How to set up a charity consortium.

Julian Lomas

Charity consortia have continued to be popular with funders and can offer a range of benefits. However, getting a consortium right takes time and money and success is not guaranteed. This article briefly sets out the benefits and disadvantages of consortia and some key issues to grapple with when setting one up.

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